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Technology Stocks : Oclaro, Inc. (Avanex-Bookham)
OCLR 8.2600.0%Dec 10 4:00 PM EST

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To: Glenn Petersen who started this subject10/16/2000 2:50:29 AM
From: zebraspot  Read Replies (2) of 2293
 
More Gilder from his GTR forum, in response to a question about a rumor that AVNX will be reporting some knock-out earnings this week, and the poster's concern that revenues are not large and are derived from only a few big customers:

>> "Again, I don't get inside information, but I gather
Worldcom is a large purchaser and the PowerMux or
Power Exchange has gained design wins at Fujitsu,
Sycamore, Cogent, and others that slip my mind at the
moment. But a company introducing a revolutionary
new technology should not be judged by revenues at
this point."
--GG <<
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